Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized[...]
We are looking for a Human Resources Advisor to join our team in our Montreal office! As an HR Advisor you will be reporting to the Regional Human Resources Director and provide a high level of support and guidance in a variety of area[...]
Acts as a key member of a collaborative and versatile branch and market team.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide s[...]
Reporting to the Head of Business Acceptance, you will be responsible to write business requirements for selected initiatives. You will update rules, internal and industry procedures, industry business requirements and prepare the requ[...]
Act as a privileged intermediary for the client, listening to their needs and requirements; serve as the primary point of contact for escalations. Receive and prioritize client calls and emails. Handle client requests and ensure follow[...]
"Go to person" if anyone else in the firm has a question with respect to the service their team provides. Prioritize the workload of their team members (with help and coaching from their manager) so that everyone knows what is expected[...]
Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct. Champion a high-performance environment and implements a people strategy that attracts, retains, develops and motivates t[...]
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.Meets customer transaction-based needs with seamless exec[...]